Head of Household in Donor Acknowledgement Letters?

Julie Hiland

Is there really no "Head of Household Processing" in Donor Acknowledgement Letters??  I like to credit both the donor and the soft credit recipient, so that a letter generates for both the foundation and the individual, for example, and then I can just manually tweak the letters as needed. But I obviously only need to send just ONE letter to a household, and not send letters to both spouses. But I don't see head of household processing as an option.  1) REALLY?? 2) What workarounds do you use at your orgs?


Thanks!

Karen Stuhlfeier

 That is an issue. I think that there should be a way to differentiate between spouse and organization soft credits, but there isn't. I have a letter type that just has the addressee and salutation that matches what I use in letters so I can easily run that from the soft credit donors record and cut and paste it into an acknowledgement letter. Some foundations want a letter and some only want us to thank the donor so there is no one way to manage this. I hope that as they work on the donor acknowledgement part of NXT that they consider this. 

Melissa S Graves

I use different letter codes and different mail runs for when I need a SC letter and when I don't.

John Heizer

Julie Hiland:

Is there really no "Head of Household Processing" in Donor Acknowledgement Letters??  I like to credit both the donor and the soft credit recipient, so that a letter generates for both the foundation and the individual, for example, and then I can just manually tweak the letters as needed. But I obviously only need to send just ONE letter to a household, and not send letters to both spouses. But I don't see head of household processing as an option.  1) REALLY?? 2) What workarounds do you use at your orgs?


Thanks!

Ah, the frustrations of soft credits!  If you go to the "Ideas" tab at the top of this web page and do a search for "soft credit" you'll get at least 12 pages of suggestions/needs for how RE handles soft credits.


Right now we just manually delete the extra, unneeded letter.